Corey
Franco
Noblebridge Wealth
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About this Advisor
Corey Franco is a financial advisor based in North Caldwell, New Jersey, working with Noblebridge Wealth. Corey has previously held positions at Herbert J Sims & Co Inc, Noblebridge Wealth Mgmt LLC, Great Lakes & Atlantic Wealth Management, Noblebridge Wealth Insurance Advisors, LLC, Noblebridge Wealth Partners LLC, and M.S. Howells & Co. Corey has passed the Series 66 regulatory exam and is registered to provide services in New Jersey, New York, and Texas. Currently, Corey is part of Noblebridge Wealth, which operates out of North Caldwell, New Jersey. The firm has 5 offices and 8 employees. The firm manages assets totaling $160.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Noblebridge Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Noblebridge Wealth Brokerage Details
$160,196,755
8
811
$197,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Corey Franco Work History
Noblebridge Wealth Insurance Advisors, LLC
Noblebridge Wealth Partners LLC
Noblebridge Wealth Mgmt LLC
Great Lakes & Atlantic Wealth Management
M.S. Howells & Co
Herbert J Sims & Co Inc
Disclosures
Please visit the SEC profile of Corey Franco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Noblebridge Wealth
Weston, FL
Charlotte, NC
North Caldwell, NJ
Herndon, VA
North Caldwell, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
